Valuation Analyst at Schroders

Zurich, Zurich, Switzerland -

Full Time

Start Date

Immediate

Expiry Date

04 Jun, 26

Salary

0.0

Posted On

06 Mar, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Financial Analysis, Valuation, Financial Modelling, Private Equity, Data Monitoring, Benchmarking, System Automation, AI Workflows, Excel, Power BI, Python, VBA, Investment Management, Auditing, Regulatory Compliance

Industry

Financial Services

Description

About Schroders Group Schroders is a leading provider of active asset management, advisory and wealth management services and is widely recognised as a leader in sustainability. Few investment managers can match the combination of capabilities and global reach that Schroders offers. This breadth of services across public and private markets allows for distinctive solutions for the diverse needs of clients, who look to Schroders to provide superior long-term investment outcomes. Schroders Capital Schroders Capital is the private markets business of Schroders with $111bn of AUM. We work as a global network of specialised, entrepreneurial teams. We combine a global perspective with local market expertise to serve institutional and private wealth clients. Our offering spans the private markets universe and provides access to unique capabilities across private debt and credit alternatives, real estate equity, private equity, and infrastructure equity. The firm has deep expertise in creating bespoke solutions for institutional clients and is committed to providing scalable capabilities across the spectrum of risk, return and sustainability and impact objectives. Supported by the resources, experience, and institutional framework of one of the world’s leading asset managers, Schroders Capital is dedicated to helping investors achieve their goals and is at the forefront of product innovation to meet the evolving needs of investors. We see our role as being a driver of positive change drawing on deep skills to select, acquire, and improve the assets we own. Who we’re looking for The Private Equity Valuation Specialist is a core member of the Fund Operations and Services team and the Operations department. It is – together with its team – responsible for monitoring and valuing our private equity investments. Reporting to the Head of Valuation, the Valuation Specialist is passionate and demonstrates a sound level of skill, experience and professionalism. This role offers the opportunity to take on increasing responsibility in valuation governance, methodology development, and cross-department initiatives, with a clear path toward senior valuation roles within the organisation. What you’ll do * Work in a dynamic global platform with exposure to leading private equity investments across buyout, growth and venture capital * Perform financial analysis and valuations for our monthly evergreen and quarterly closed-ended private equity portfolios * Enhance, and maintain in-house tools for financial analysis, valuation and ongoing monitoring * Take responsibility for the ongoing tracking, monitoring and benchmarking of investments over their holding period * Interact closely with internal and external parties, in particular investment management, general partners, pricing committees, third party valuation firms, auditors and regulators * Support special projects within your area of responsibility such as methodology enhancements, system automation initiatives, or the inclusion of AI workflows The knowledge, experience and qualifications you need * University degree or equivalent experience in a relevant field such as business, finance or accounting. A professional qualification (or working towards) such as the CFA would be a plus * 3-5 years of work experience in the financial industry, preferably from a valuation and financial modelling department of a financial services firm, or from a private equity fund manager * Proven valuation experience and familiarity with the principles and methodologies used in illiquid assets valuation * Proficiency in Excel-based modelling is required; experience with tools such as Power BI, Python, or VBA would be a plus * Strong work ethic with a hands-on, proactive mindset and the drive to deliver high-quality work in a dynamic environment * Experience in working with colleagues and stakeholders globally and sensitivity to cultural differences, time zones etc. * Excellent command of the English language; another European language would be a plus We recognise potential, whoever you are Our purpose is to provide excellent investment performance to clients through active management. Diversity of thought, facilitated by an inclusive culture, will allow us to make better decisions and better achieve our purpose. This is why inclusion and diversity are a strategic priority for us and why we are an equal opportunities employer. You are welcome here, regardless of your age, disability, gender identity, religious beliefs, sexual orientation, socio-economic background, or any other protected characteristic. We're a global investment manager. We help institutions, intermediaries and individuals around the world invest money to meet their goals, fulfil their ambitions, and prepare for the future. We have around 6,000 people on six continents. And we've been around for over 200 years, but keep adapting as society and technology changes. What doesn't change is our commitment to helping our clients, and society, prosper.

Responsibilities

The specialist will perform financial analysis and valuations for monthly evergreen and quarterly closed-ended private equity portfolios, while also enhancing and maintaining in-house tools for analysis and monitoring. This role involves tracking investments, interacting with internal and external parties like general partners and auditors, and supporting special projects such as methodology enhancements.